What are Induction Forms?
Induction forms are used to ensure your team’s compliance through a standardized process for reviewing essential information. Individuals are required to submit the induction form before credentials can be issued or checked in.
Important Admin Notes:
Induction forms do not create new CRM records. Instead, they attach to existing individual records and are used to validate readiness for credential issuance.
Individuals need to be advanced into the CRM with their own personal emails so admins can send them their induction forms. Individuals will be required to submit a one time verification sent to their email when filling out the form.
Creating Induction Forms
To create an induction form:
Create a new form and select “Induction Type”
Induction forms can include:
Custom content blocks (e.g., headers, graphics)
Multiple-choice questions
Required correct answers for submission to ensure submitter’s participation
Video Integration & Auto-Submit
Induction forms support embedded video content with an auto-submit feature.
How it works:
When “Auto-submit after video” is enabled, the form will automatically submit once the video finishes.
Important limitations:
This feature must be used as a standalone option
Forms using auto-submit cannot include additional questions or content after the video